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Disclosery

SPHQ INVESCO EXCHANGE TRADED FD T

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S&P500 QUALITY (fund)

738 managers (751 13F filers) reported a position in SPHQ shares at 2026-03-31, 140,855,792 shares in all. 69 filers opened a position and 34 filers sold out during the quarter.

Managers
738
13F filers
751
New
69
Added
296
Reduced
225
Sold out
34
Shares held by filers
140,855,792

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
RITHOLTZ WEALTH MANAGEMENT2,681$202K<0.01%013F-HRTimeline
NVWM, LLC2,667$201K0.04%-80113F-HRTimeline
UMB Bank, n.a.2,643$199K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CGC Financial Services, LLC2,609$196K0.06%-9613F-HRTimeline
KM Capital Management Ltd.2,322$191K0.13%-38513F-HRTimeline
SIMA Wealth Partners, LLC2,462$185K0.14%-54013F-HRTimeline
Root Financial Partners, LLC2,299$173K0.01%013F-HRTimeline
Dunhill Financial, LLC2,263$170K0.04%013F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC2,180$164K<0.01%new13F-HRTimelineGroup
Sarver Vrooman Wealth Advisors2,124$160K0.1%+15713F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources2,085$157K<0.01%013F-HRTimelineGroup
Solstein Capital, LLC2,005$151K0.06%013F-HRTimeline
BOK Financial Private Wealth, Inc.1,743$131K0.01%013F-HRTimeline
Rossby Financial, LCC1,691$128K0.03%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC1,661$125K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.1,656$124K0.04%+113F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,580$119K<0.01%013F-HR/ATimeline
ROTHSCHILD INVESTMENT LLC1,475$111K0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,403$105K0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA1,349$101K<0.01%013F-HRTimelineGroup
Private Wealth Asset Management, LLC1,298$97.6K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.1,268$95.3K0.05%-2,77713F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC1,259$94.7K<0.01%13F-HRTimelineGroup
CVA Family Office, LLC1,200$90.2K0.01%013F-HRTimeline
Creative Capital Management Investments…1,170$88K0.03%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.1,165$87.6K0.03%013F-HRTimeline
Atlantic Private Wealth, LLC1,114$83.8K0.05%013F-HRTimeline
Independence Bank of Kentucky1,114$83.8K0.01%013F-HRTimeline
AlphaCore Capital LLC1,114$83.7K<0.01%013F-HRTimeline
Global Trust Asset Management, LLC1,105$83.1K0.03%+33013F-HRTimeline
Noble Wealth Management PBC1,050$79K0.04%013F-HRTimeline
Federation des caisses Desjardins du Qu…1,030$77.4K<0.01%+60013F-HRTimeline
Investment Research & Advisory Group, I…1,011$76K0.03%013F-HRTimeline
Turtle Creek Wealth Advisors, LLC1,000$75.2K0.01%new13F-HRTimeline
CX Institutional966$73K<0.01%+7613F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding958$72K+240Timeline
CENTRAL TRUST Co936$70.4K<0.01%+71013F-HRTimeline
Pinnacle Bancorp, Inc.925$69.6K0.02%+213F-HRTimeline
True Link Financial Advisors, LLC902$67.8K<0.01%new13F-HR/ATimeline
PlanVest Financial, Inc897$67.4K0.05%13F-HRTimeline
Red Tortoise LLC829$62.3K0.03%+313F-HRTimeline
ADIRONDACK TRUST CO818$61.5K0.02%-26413F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC769$57.8K0.01%new13F-HRTimeline
Salomon & Ludwin, LLC717$54.3K<0.01%013F-HRTimeline
MTM Investment Management, LLC700$52.6K0.02%+35013F-HRTimeline
Crewe Advisors LLC628$47.2K<0.01%013F-HRTimeline
MCF Advisors LLC624$46.9K<0.01%+50313F-HRTimeline
HOWE & RUSLING INC611$46K<0.01%013F-HRTimeline
Luken Investment Analytics, LLC600$45.1K0.02%013F-HRTimeline
Center for Financial Planning, Inc.597$44.9K<0.01%013F-HRTimeline
Networth Advisors, LLC570$42.9K0.03%new13F-HRTimeline
SYM FINANCIAL Corp566$42.6K<0.01%+12413F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.540$41K<0.01%+43413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
REAP Financial Group, LLC532$40K0.01%+213F-HRTimeline
Lloyd Advisory Services, LLC.518$38.9K0.01%new13F-HRTimeline
Kingdom Financial Group LLC.518$38.9K0.01%new13F-HRTimeline
10Elms LLP515$38.7K0.02%013F-HRTimeline
Bogart Wealth, LLC514$38.6K<0.01%013F-HRTimeline
Glassman Wealth Services510$38.3K0.01%013F-HRTimeline
Family Capital Trust Co504$37.9K0.01%+3513F-HR/ATimeline
BURKETT FINANCIAL SERVICES, LLC501$37.7K0.01%+113F-HRTimeline
Truvestments Capital LLC500$37.6K0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…499$37.5K<0.01%+33413F-HRTimelineGroup
Millstone Evans Group, LLC497$37.4K0.02%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC493$37.1K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC474$35.6K<0.01%+213F-HRTimelineGroup
Abound Wealth Management465$35K0.01%+35913F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…462$34.7K<0.01%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…430$33.9K<0.01%013F-HRTimeline
Merkkuri Wealth Advisors LLC445$33.5K0.02%new13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…400$30.1K0.01%013F-HRTimeline
Signature Equity Partners, LLC395$29.7K0.02%+113F-HRTimeline
Bernard Wealth Management Corp.389$29.2K0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC376$28.3K0.01%013F-HRTimeline
PROTECTIVE LIFE CORP375$28.2K0.09%new13F-HRTimeline
Bell Investment Advisors, Inc368$27.7K<0.01%new13F-HRTimeline
Cassaday & Co Wealth Management LLC360$27.1K<0.01%new13F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC350$26K0.02%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT289$21.7K<0.01%+3613F-HRTimeline
Anchor Investment Management, LLC286$21.5K<0.01%new13F-HRTimeline
Pacific Center for Financial Services282$21.2K0.01%013F-HRTimeline
Sound Income Strategies, LLC277$21K<0.01%+113F-HRTimeline
Pinnacle Wealth Planning Services, Inc.260$19.6K<0.01%013F-HRTimeline
FIRST HORIZON CORP255$19.2K<0.01%-44013F-HRTimeline
Quest 10 Wealth Builders, Inc.245$18.4K0.02%new13F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…229$17.2K<0.01%new13F-HRTimeline
Providence Capital Advisors, LLC220$16.5K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC215$16.2K<0.01%new13F-HR/ATimeline
Kilter Group LLC197$14.8K0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…191$14.4K<0.01%013F-HRTimelineGroup
PENSION & WEALTH MANAGEMENT ADVISORS, I…190$14.3K<0.01%new13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC188$14.1K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates184$13.9K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC183$13.7K<0.01%+13313F-HRTimeline
WOLFF WIESE MAGANA LLC180$13.5K0.01%+113F-HRTimeline
CDKV HOLDINGS LLC178$13.4K0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.166$12.5K0.01%new13F-HRTimeline
Capital Investment Counsel, Inc165$12.4K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…157$11.8K0.01%013F-HRTimelineGroup
Community Bank, N.A.155$11.7K<0.01%new13F-HRTimeline
Napier Financial, LLC155$11.7K<0.01%new13F-HRTimeline
BFSG, LLC153$11.5K<0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.151$11.4K<0.01%013F-HRTimeline
Jackson Hole Capital Partners, LLC142$10.7K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.141$10.6K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC135$10.2K<0.01%-39213F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp129$9.7K<0.01%013F-HRTimelineGroup
CHESAPEAKE ASSET MANAGEMENT LLC125$9.4K0.01%013F-HRTimeline
McIlrath & Eck, LLC120$8.99K<0.01%+113F-HRTimeline
Family Manage LLC114$8.57K<0.01%013F-HRTimeline
City State Bank111$8.35K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.111$8.35K0.01%013F-HRTimeline
Centerpoint Advisors, LLC102$8K<0.01%013F-HRTimeline
Wagner Wealth Management, LLC103$7.75K<0.01%013F-HRTimeline
RETIREMITTEN FINANCIAL LLC102$7.67K<0.01%13F-HRTimeline
Bullock Wealth Management Group101$7.63K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.101$7.59K<0.01%013F-HRTimeline
My Portfolio Guide, LLC100$7.55K<0.01%13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC92$6.92K<0.01%new13F-HRTimeline
IMA Advisory Services, Inc.89$6.69K<0.01%013F-HRTimeline
BAYBAN87$6.54K0.01%013F-HRTimeline
Nemes Rush Group LLC77$5.82K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC73$5.49K<0.01%013F-HRTimeline
Hughes Financial Services, LLC70$5.26K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC62$4.68K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC62$4.66K<0.01%+2213F-HRTimeline
GAMMA Investing LLC54$4.06K<0.01%new13F-HRTimeline
Asset Dedication, LLC52$3.91K<0.01%013F-HRTimeline
Versant Capital Management, Inc32$2.41K<0.01%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…29$2.18K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.6$454<0.01%013F-HRTimeline
Burk Holdings LLC5$408<0.01%new13F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV3$226<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.2$150<0.01%013F-HRTimeline
AdvisorNet Financial, Inc2$150<0.01%new13F-HRTimeline
WFA of San Diego, LLC2$150<0.01%013F-HRTimeline
Activest Wealth Management1$44<0.01%013F-HRTimeline
Kozak & Associates, Inc.0$7<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.